This podcast is a replay of a recent webcast that I hosted for PracticePower Academy Members. I go into a deep-dive on where the opportunities are for success over the next several years.
In this 75 min training, Coach Joe Lukacs will explain what the advisor of 2025 needs to look like, provide, charge, and be able to execute in order to be profitable and vibrant. This is an update to I-Advisor or Advisor 2015. We call it the Magellan Model.
You will learn:
– The 3 types of practice models and which is best for you.
– How to add value to client relationships for future growth.
– How advisors will charge for their services.
– What skills you will need to develop.